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Showing 91 - 100 of 351 results for asg

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
Platform providers are shifting their focus toward development of functionality after years of costly compliance work, with netwealth leading the field. That is a key finding of Investment Trends' 2016 Platform Benchmarking and Competitive Analysis ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

Global equities fund becomes 'Recommended'

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
Research house Zenith has upgraded an international equities fund to a 'Recommended' rating. Receiving the upgrade in conjunction with its second anniversary, the Pan-Tribal Global Equity Fund is now considered a product that rates in the first quartile ...

AMP and Zenith portfolios add global bond fund

ALEX BURKE  |  TUESDAY, 22 NOV 2016
AMP North and Zenith model portfolios have added a global bond fund. The Payden Global Income Opportunities Fund, distributed by Grant Samuel Funds Management, is an unconstrained global fixed income fund and is based on Payden's absolute return strategy. ...

Ignition Wealth makes two senior hires

ALEX BURKE  |  WEDNESDAY, 26 OCT 2016
Ignition Wealth has appointed a head of sales and a member to its advisory board. Richard Liverpool, joining as head of sales, was previously national practice development manager at Total Financial Solutions. Prior to that, he was a regional manager ...

Tobacco and super funds must split

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
Institutional investors need to do more to combat investment in tobacco, with around $10 billion still invested via superannuation alone. Speaking at an Altius Asset Management event in Sydney yesterday, chief executive of Tobacco Free Portfolios Dr ...

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ...

Legg Mason Brandywine fund gets top rating again

MARK SMITH  |  WEDNESDAY, 7 SEP 2016
The Legg Mason Brandywine Global Opportunistic Fixed Income Trust has been awarded a "Highly Recommended" rating by Lonsec for a third straight year. The rating coincides with the fund surpassing $500 million in assets under management in Australia ...

Vanguard makes senior hire from NAB Asset Servicing

ALEX BURKE  |  FRIDAY, 29 JUL 2016
Vanguard has appointed a key client manager. Adam Donohue joins Vanguard from NAB Asset Servicing, where he was an associate director. Prior to that, he was director, sales and distribution at RBC Investor and Treasury Services. This is Vanguard's second ...

Vanguard appoints ex-Macquarie division director

ALEX BURKE  |  TUESDAY, 26 JUL 2016
Vanguard has appointed a new senior key account manager. Andrew Mathie joins Vanguard from Macquarie, where he was division director - banking and financial services. Prior to that, he was an associate director and national key account manager at the ...